AUMdb

Gulfcoast Embers Advisors, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 343184 · · www.gulfcoastembers.com
☆ Save with Pro ADV data as of Aug 07, 2026
Regulatory AUM
$1.9M
Discretionary
$1.9M
Clients
1
Avg AUM / client
$1.9M
Accounts
7
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 0 $0 —
High net worth individuals 1 $1.9M 100.0%
Banking or thrift institutions 0 $0 —
Pension and profit sharing plans 0 $0 —
Charitable organizations 0 $0 —
State or municipal government entities 0 $0 —
Other investment advisers 0 $0 —
Insurance companies 0 $0 —
Sovereign wealth funds and foreign official institutions 0 $0 —
Corporations and other businesses 0 $0 —
Other 0 $0 —

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Educational seminars/workshops

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.

View current Form ADV (SEC/IAPD) ↗